Head of Advisor Technology - Americas

Location: Toronto, Canada

Time Type: Full time

Job Description

Are you ready to lead technology at a global scale? Join Vanguard as the Head of Advisor Technology – Americas, where you’ll provide strategic and technical leadership for platforms supporting Financial Advisor Services across Canada, Mexico, and South America. In this role, you’ll set the technology vision, guide high-performing engineering leaders, and ensure the delivery of secure, resilient, and scalable digital capabilities that power critical advisor and client experiences. You’ll partner closely with business, product, and enterprise technology leaders to drive modernization, enable growth, and deliver outcomes aligned to Vanguard’s mission of giving investors the best chance for investment success. This is a unique opportunity to influence strategy, lead at scale, and shape the future of technology across one of Vanguard’s most impactful global organizations.

In this role you will...

 Collaborate with Financial Advisor technology leaders worldwide to champion reuse, alignment, and platform consistency
 Own the vision and strategy for marketing technology (AEM, CDP, Marketo, etc.) and CRM capabilities supporting the Americas businesses
 Manage and develop high-performing engineering teams across multiple international locations, including Canada, Mexico, and the U.S.

Core Responsibilities:

• Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

• Responsible for delivering software releases relating to the product for the business units, managing the testing, evaluation, and selection of IT vendor products. Works with business clients to determine scope, and develops environmental requirements for each project.

• Works closely with management to develop and implement staffing and operational plans. Effectively leverages various staffing options and manages a global workforce. Participates in the development of short and long term department goals. Monitors and reports on service delivery metrics and overall performance.

• Develops and implements changes to department policies and procedures to meet changing business needs and to achieve department objectives. Identifies opportunities for continuous improvement and evaluates and recommends appropriate strategies and technologies for building products and delivering services.

• Leads quality initiatives to improve the delivery of service levels. Works with senior management in the planning, development, and execution of short and long range goals.

• Presents status, metrics, and department initiatives at meetings with management and project peers. Develops and maintains relationships with key stakeholders to provide long-term collaborations and deliver successful business outcomes.

• Participates in the development of the department budget. Reviews expenses and ensures department operates within budgetary guidelines. Leads the strategy and execution to build, buy, and integrate business technology solutions.

• Ensures staff complies with information technology and information security policies and procedures, and verifies that deliverables meet requirements.

• Participates in special projects and performs other duties as assigned.

Qualifications:

• Minimum of 10 related work experience, with at least 5 of Project Management experience.

• Experience with Digital Marketing Technology

• Familiarity with enabling AI first Approach within delivery teams and increasing AI Adoption and enablement across the organization

Preferences:

• Hands on experience using Claude or similar tools within Software delivery lifecycle

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.